
Insurance Audit
7 days ago
Job Summary
Responsibilities:
- Formulate life insurance policy surrender process for sales fraternity.
- Provide relevant documentation for Surrender process across sales functions.
- Accompany the Client/RM to various insurance companies to surrender document submission.
- Preparing MIS for documents submitted and processed.
Functional / Technical Skills
- Understanding the insurer wise surrender process.
- Basic Knowledge of Life Insurance Industry.
- Basic understanding of documentation process.
- Intermediate skills of MS Excel and PowerPoint.
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